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1. Parent Data Confirmation and Medical Insurance

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   25 comments  ·  Aeries Ideas » Medical  ·  Delete…  ·  Admin →
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   Started  ·  AdminJan Tokorcheck (Lead Business Analyst, Aeries Software) responded

   5/12/25 Update:

   We have been meeting with the Third-Party Administrator for CYBHI, Carelon Behavioral Health, in order to make sure that the next round of updates all conform to their established imports and processes. We are starting development on additional features for this project, which will be released as soon as they pass testing. 

   1. Adding the ability to prompt and/or require parents to confirm their insurance information as part of Parent Data Confirmation. 
   2. Adding additional fields to hold Subscriber information to the Insurance table.
   3. The fields to be added will be informed by the Insurance file requirements controlled by Carelon. 
   4. Insitituting a drop-down menu with pre-poulated medical insurance carriers for easier data population and management.
   5. The list for Insurance type M (Medical will be pre-populated from the list provided by Carelon. 
   6. There will be an option for "Other" that will allow a different insurance carrier to be entered into a free-form field. 
   7. Other recognized carriers can be added by the district by utilizing the Update Code Table for this new field, for any of the Insurance Types
   8. Temporarily removing the Copy/Paste function in the Admin portal until guardrails can be enacted to limit the pasting of insurance records to only those linked by the Family Key. The ability for parents to copy/paste in the portal is already restricted to students they are directly linked to. This extra protection is needed for HIPPA compliance. 

   This space will be updated as these features come online. 

   5/12/25 Update:

   We have been meeting with the Third-Party Administrator for CYBHI, Carelon Behavioral Health, in order to make sure that the next round of updates all conform to their established imports and processes. We are starting development on additional features for this project, which will be released as soon as they pass testing. 

   1. Adding the ability to prompt and/or require parents to confirm their insurance information as part of Parent Data Confirmation. 
   2. Adding additional fields to hold Subscriber information to the Insurance table.
   3. The fields to be added will be informed by the Insurance file requirements controlled by Carelon. 
   4. Insitituting a drop-down menu with pre-poulated medical insurance carriers for easier data population and management.
   5. The list for Insurance type M (Medical will be pre-populated from the list provided by Carelon. 
   6. There will be an option for "Other" that will allow a different insurance carrier to be entered into a… more
   Robyn Odell supported this idea  ·  Apr 10, 2025

2. CCGI - Upload CCGI Extract to CCGI via SFTP

   68 votes

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   10 comments  ·  Aeries Ideas » Imports and/or Exports  ·  Delete…  ·  Admin →
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   Planned  ·  AdminTamika Sloan (Senior Business Analyst, Aeries Software) responded

   This request is planned to be implemented. However, we are unable to provide an exact ETA at this time. As soon as we are able to get it scheduled, we will update the status so that everyone knows that development has started. Thank you for your understanding.

   Robyn Odell supported this idea  ·  Mar 15, 2025
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   Robyn Odell commented  ·  Mar 15, 2025  ·  Delete…

   Since uploading these files will be mandatory for all districts next year it would be great to have this automated via API or SFTP to keep records up to date.

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